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Just the Tips (by the Stock Jocks)
The Stock Jocks
27 episodes
2 months ago
Send us a text Recorded 9/7/2025. The Stock Jocks tackle the bull/bear case on AI-focused Japanese conglomerate (and OpenAI investor) Softbank Group. News: jobs report / rate cuts.
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Investing
Business
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Send us a text Recorded 9/7/2025. The Stock Jocks tackle the bull/bear case on AI-focused Japanese conglomerate (and OpenAI investor) Softbank Group. News: jobs report / rate cuts.
Show more...
Investing
Business
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Episode 18: $DOCU: Dissecting Docusign
Just the Tips (by the Stock Jocks)
1 hour 14 minutes
7 months ago
Episode 18: $DOCU: Dissecting Docusign
Send us a text The Stock Jocks provide their bull/bear takes on another pandemic stock, Docusign ($DOCU). George plays the role of Bull, pitching that their fledgling Contract Lifecycle Management (CLM) business can be a “second act” that re-accelerates revenue growth into the teens, while Bruce plays the “negative Nancy” and presents the Bear case. In the news, we hit tariffs and DOGE, the Wiz acquisition and regulatory environment for M&A, $CRWV and the IPO market, $PATH and $RBRK earni...
Just the Tips (by the Stock Jocks)
Send us a text Recorded 9/7/2025. The Stock Jocks tackle the bull/bear case on AI-focused Japanese conglomerate (and OpenAI investor) Softbank Group. News: jobs report / rate cuts.